Seamless Opportunities

Seamless Opportunities for Act! CRM

Improve the presentation and richness of your quotes with our easy-to-use add-on. Seamless opportunities for Act! is embedded directly within the software so there’s no need to use an external program.

The quotes sit within opportunities and can automatically update Act! contact records with information from quotes.

Seamless Opportunities key features:

  • Create quotes, tenders or proposals in minutes.
  • Work within Act! – forget separate programs.
  • Customise your own templates using Microsoft® Word.
  • Choose who you want to mail merge your document to.
  • Create calculated fields across Contacts, Companies, Opportunities
  • Opportunities and Products for mail merging.
  • Build your own product database with images (foundation level)
  • Quote in different currencies (foundation level)

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